Tfo Family Office Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Phoenix, AZ. Its latest Form ADV filing, dated March 27, 2026, reports $5.0B in regulatory assets under management, 88 employees, 2 offices, and 1,939 accounts.
Assets Under Management
$5.0B
Employees
88
Offices
2 offices
Total Clients
306
Primary office
PHOENIX, AZ
5060 NORTH 40TH STREET, SUITE 200, PHOENIX, AZ, United States
Top client segmentHNWI represent 75.5% of total clients.
Top client categories% of clientsClients
1
HNWI
75.5%
231
2
Charitable
19.9%
61
3
Individuals
4.6%
14
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.0Bas of March 27, 2026
Discretionary99.5%
$5.0B
100% of total RAUM99.5%
Non-discretionary0.5%
$24M
0% of total RAUM0.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$5.0B
Total Accounts1,939
10Y AUM Change+$3.4B (+210.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees88
Clients per Employee3:1
10Y Employee Change+57 (+183.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.